Private Capital Consulting

An allocation to private markets requires a more robust approach to planning, investment sizing, performance reporting, and administration than in traditional asset classes.  The founder of Nord Associates has over 15 years of experience in constructing and monitoring private capital portfolios for a wide range of investor types and sizes.  This includes foundations, endowments, hospital systems, corporate pensions, family offices, and high-net-worth individuals that range in size from a few million dollars to several billion dollars.  Nord works closely with clients to understand the specific purpose and liquidity expectations of a private markets portfolio to increase the likelihood the investments meet the overall portfolio goals.

 

Nord consulting services include:

• Private Capital Portfolio Design and Construction

• Cash Flow Planning and Commitment Size Modeling

• Investment Manager Recommendations

• Existing Portfolio and Investment Process Review

• Board Member, Investment Committee, and Staff Education